Eli Lilly & Co
LLY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000059478
In the last 90 days, Eli Lilly & Co insiders filed 0 open-market purchases and 3 sales; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.8B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.
13F holders, Q4 2022
Institutional positions in Eli Lilly & Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,672
- +235 vs. Q3 2022
- Shares held
- 790.2M
- +2.52M (+0.3%) vs. Q3 2022
- Total value
- $288.4B
- +$33.6B (+13.2%) vs. Q3 2022
- New holders
- 326
- 956 more added
- Sold out
- 91
- 1,007 more reduced
52 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $225.8B |
| Q4 2021 | 2,308 | $218.0B |
| Q3 2021 | 2,056 | $183.1B |
| Q2 2021 | 2,027 | $182.0B |
| Q1 2021 | 1,952 | $148.0B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 7,081 | $2.59M | 0.08% | +685+10.7% | Added |
| Howard Capital Management Inc. | 7,039 | $2.58M | 0.73% | +3,995+131.2% | Added |
| Jackson Wealth Management, LLC | 7,026 | $2.57M | 0.94% | −7,514−51.7% | Reduced |
| Ballentine Partners, LLC | 7,023 | $2.57M | 0.08% | +494+7.6% | Added |
| Bank of Hawaii | 7,001 | $2.56M | 0.16% | +218+3.2% | Added |
| Wellington Shields Capital Management, LLC | 6,997 | $2.56M | 0.31% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,990 | $2.56M | 0.22% | −200−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,921 | $2.53M | 0.12% | +887+14.7% | Added |
| Institute for Wealth Management, LLC. | 6,914 | $2.53M | 0.54% | −46−0.7% | Reduced |
| Ancora Advisors, LLC | 6,888 | $2.52M | 0.07% | +821+13.5% | Added |
| Cladis Investment Advisory, LLC | 6,887 | $2.52M | 2.51% | −230−3.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 6,886 | $2.52M | 0.04% | −500−6.8% | Reduced |
| Chatham Capital Group, Inc. | 6,880 | $2.52M | 0.59% | +558+8.8% | Added |
| Lake Street Financial LLC | 6,878 | $2.52M | 0.52% | +209+3.1% | Added |
| Freedom Day Solutions, LLC | 6,874 | $2.51M | 1.25% | −379−5.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,862 | $2.51M | 2.15% | −303−4.2% | Reduced |
| Fiduciary Trust Co | 6,833 | $2.50M | 0.05% | +463+7.3% | Added |
| We Are One Seven, LLC | 6,827 | $2.50M | 0.25% | +264+4.0% | Added |
| Strategy Asset Managers LLC | 6,780 | $2.48M | 0.63% | −81−1.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,758 | $2.47M | 0.39% | −1,806−21.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,717 | $2.46M | 0.95% | +2,998+80.6% | Added |
| Whittier Trust Co of Nevada Inc | 6,708 | $2.45M | 0.10% | −433−6.1% | Reduced |
| Heartland Bank & Trust Co | 6,698 | $2.45M | 1.81% | −1,027−13.3% | Reduced |
| Private Advisory Group LLC | 6,668 | $2.44M | 0.53% | +857+14.7% | Added |
| Pinnacle Bancorp, Inc. | 6,651 | $2.43M | 0.94% | +11+0.2% | Added |
| Cullinan Associates Inc | 6,638 | $2.43M | 0.13% | +2,438+58.0% | Added |
| Polaris Wealth Advisory Group, LLC | 6,711 | $2.42M | 0.18% | −107−1.6% | Reduced |
| Howland Capital Management LLC | 6,607 | $2.42M | 0.15% | −333−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 6,604 | $2.42M | 0.32% | +6,604 | New |
| First Financial Bank - Trust Division | 6,600 | $2.41M | 0.26% | −194−2.9% | Reduced |
| First Financial Corp | 6,554 | $2.40M | 1.47% | −204−3.0% | Reduced |
| Harbour Investments, Inc. | 6,539 | $2.39M | 0.15% | +3,103+90.3% | Added |
| Legato Capital Management LLC | 6,521 | $2.39M | 0.46% | +6,521 | New |
| LMCG Investments, LLC | 6,498 | $2.38M | 0.17% | 00.0% | Unchanged |
| Canandaigua National Corp | 6,492 | $2.38M | 0.40% | −256−3.8% | Reduced |
| Wolf Group Capital Advisors | 6,467 | $2.37M | 1.12% | −914−12.4% | Reduced |
| Blueprint Investment Partners LLC | 6,449 | $2.36M | 0.51% | +457+7.6% | Added |
| NEIRG Wealth Management, LLC | 6,429 | $2.35M | 0.44% | −112−1.7% | Reduced |
| NVWM, LLC | 6,416 | $2.35M | 0.85% | −328−4.9% | Reduced |
| Ibex Wealth Advisors | 6,384 | $2.34M | 0.53% | +166+2.7% | Added |
| Allen Investment Management LLC | 6,378 | $2.33M | 0.04% | −107−1.6% | Reduced |
| Connable Office Inc | 6,343 | $2.32M | 0.33% | −27−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 6,326 | $2.31M | 0.60% | −153−2.4% | Reduced |
| Northwest Bancshares, Inc. | 6,300 | $2.30M | 0.46% | −15−0.2% | Reduced |
| Americana Partners, LLC | 7,668 | $2.30M | 0.40% | +1,787+30.4% | Added |
| Community Bank, N.A. | 6,271 | $2.29M | 0.32% | +1,509+31.7% | Added |
| Venture Visionary Partners LLC | 6,266 | $2.29M | 0.17% | −393−5.9% | Reduced |
| Banco de Sabadell, S.A | 6,258 | $2.29M | 1.93% | −1,353−17.8% | Reduced |
| Brighton Jones LLC | 6,246 | $2.29M | 0.14% | −186−2.9% | Reduced |
| Haverford Trust Co | 6,231 | $2.28M | 0.03% | −659−9.6% | Reduced |
| Appleton Partners Inc | 6,217 | $2.27M | 0.22% | −301−4.6% | Reduced |
| Hudson Canyon Capital Management | 6,215 | $2.27M | 2.10% | −785−11.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.27M | 1.61% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,168 | $2.26M | 0.50% | −1,131−15.5% | Reduced |
| First Horizon Advisors, Inc. | 6,168 | $2.26M | 0.08% | −991−13.8% | Reduced |
| Massmutual Trust Co FSB | 6,167 | $2.26M | 0.09% | −30.0% | Reduced |
| Cutler Group LP | 6,143 | $2.25M | 0.27% | +763+14.2% | Added |
| ZWJ Investment Counsel Inc | 6,140 | $2.25M | 0.13% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 6,139 | $2.25M | 0.46% | +50+0.8% | Added |
| Wealth Alliance | 6,119 | $2.24M | 0.40% | +263+4.5% | Added |
| Chicago Trust Co NA | 6,103 | $2.23M | 0.56% | −91−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 6,100 | $2.23M | 1.46% | −135−2.2% | Reduced |
| Merit Financial Group, LLC | 6,099 | $2.23M | 0.08% | +1,183+24.1% | Added |
| Davis R M Inc | 6,091 | $2.23M | 0.06% | +77+1.3% | Added |
| Beaumont Financial Advisors, LLC | 6,084 | $2.23M | 0.22% | +6,084 | New |
| Affinity Capital Advisors, LLC | 6,058 | $2.22M | 0.76% | +5+0.1% | Added |
| Boston Financial Mangement LLC | 6,057 | $2.22M | 0.09% | −234−3.7% | Reduced |
| Waddell & Associates, LLC | 6,054 | $2.21M | 0.37% | −4−0.1% | Reduced |
| Oxler Private Wealth LLC | 6,026 | $2.21M | 1.19% | +10.0% | Added |
| Unigestion Holding SA | 5,982 | $2.20M | 0.12% | +840+16.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,000 | $2.19M | 0.58% | −356−5.6% | Reduced |
| Tower Bridge Advisors | 5,992 | $2.19M | 0.18% | −15−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,980 | $2.19M | 0.10% | +1,260+26.7% | Added |
| LJI Wealth Management, LLC | 5,978 | $2.19M | 0.77% | +5,978 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,931 | $2.17M | 0.52% | +20.0% | Added |
| Parthenon LLC | 5,926 | $2.17M | 0.36% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,893 | $2.16M | 1.64% | −147−2.4% | Reduced |
| Marshall Financial Group LLC | 5,893 | $2.16M | 0.84% | −577−8.9% | Reduced |
| Financial Advisory Service, Inc. | 5,888 | $2.15M | 0.24% | −7−0.1% | Reduced |
| First Business Financial Services, Inc. | 5,875 | $2.15M | 0.29% | +7+0.1% | Added |
| Welch Group, LLC | 5,869 | $2.15M | 0.12% | +45+0.8% | Added |
| Daymark Wealth Partners, LLC | 5,869 | $2.15M | 0.38% | +5,869 | New |
| Telos Capital Management, Inc. | 5,865 | $2.15M | 0.31% | −177−2.9% | Reduced |
| Sym Financial Corp | 5,823 | $2.13M | 0.51% | +14+0.2% | Added |
| Hoylecohen, LLC | 5,819 | $2.13M | 0.21% | −70−1.2% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,815 | $2.13M | 0.62% | +165+2.9% | Added |
| Hurlow Wealth Management Group, Inc. | 5,785 | $2.12M | 1.10% | −883−13.2% | Reduced |
| StoneX Group Inc. | 5,785 | $2.12M | 0.25% | −93−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,784 | $2.12M | 0.09% | +205+3.7% | Added |
| Wealthspire Advisors, LLC | 5,779 | $2.11M | 0.04% | +1,808+45.5% | Added |
| Andesa Financial Management Inc. | 5,779 | $2.11M | 1.15% | −5,864−50.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,745 | $2.10M | 0.21% | +149+2.7% | Added |
| Oak Associates, Ltd | 5,740 | $2.10M | 0.18% | +5,740 | New |
| Stratos Wealth Advisors, LLC | 5,739 | $2.10M | 0.18% | +481+9.1% | Added |
| Verdence Capital Advisors LLC | 5,732 | $2.10M | 0.26% | +29+0.5% | Added |
| David R. Rahn & Associates Inc. | 5,729 | $2.10M | 1.06% | +329+6.1% | Added |
| Ashburton (Jersey) Ltd | 5,726 | $2.10M | 1.17% | −1,286−18.3% | Reduced |
| Moneta Group Investment Advisors LLC | 6,082 | $2.09M | 0.06% | +787+14.9% | Added |
| Kirr Marbach & Co LLC | 5,694 | $2.08M | 0.65% | −359−5.9% | Reduced |
| Probity Advisors, Inc. | 5,671 | $2.07M | 0.47% | −713−11.2% | Reduced |